Waller Financial Planning Group, Inc 13F annual report (2024 ...

Waller Financial Planning Group, Inc 13F annual report Waller Financial Planning Group, Inc is an investment fund managing more than $372 billion ran by Jason Farris. ... As of 25th June …

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Waller Financial Planning Group, Inc 13F Annual Report (2024 ...

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Waller Financial Planning Group, Inc 13F annual report Waller Financial Planning Group, Inc is an investment fund managing more than $372 billion ran by Jason Farris. ... As of 25th June …

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Waller Financial Planning Group, Inc 13F Annual Report (2024 ...

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Waller Financial Planning Group, Inc 13F annual report Waller Financial Planning Group, Inc is an investment fund managing more than $375 billion ran by Jason Farris. There are currently 34 …

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WALLER FINANCIAL PLANNING GROUP, INC - 13F

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Waller Financial Planning Group, Inc reported 68 holdings with total value $403 M as of Q3 2024. Top holdings included SPMD, SPSM, SPDW, IVV, and OMFL. ... 13F-HR 7/2/2024: …

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Waller Financial Planning Group, Inc Q3 2024 13F Top Portfolio …

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Jul 2, 2024 · Waller Financial Planning Group, Inc reported 68 holdings with total value $403 M as of Q3 2024. Top holdings included SPMD, SPSM, SPDW, IVV, and OMFL. WALLER …

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Waller Financial Planning Group, Inc Q2 2024 13F Top Portfolio …

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Jul 2, 2024 · Waller Financial Planning Group, Inc reported 70 holdings with total value $372 M as of Q2 2024. Top holdings included SPMD, SPSM, SPDW, IVV, and OMFL. WALLER …

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WALLER FINANCIAL PLANNING GROUP, INC Top 13F Holdings

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Waller Financial Planning Group is a large advisory firm with 555 clients and discretionary assets under management (AUM) of $524,084,258 (Form ADV from 2024-03-04). Their last reported …

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WALLER FINANCIAL PLANNING GROUP, INC | Form 13F - RADiENT

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SEC Form 13F for WALLER FINANCIAL PLANNING GROUP, INC, CIK: 1736079 as on 31 Dec 2022. Quarterly holdings report, AUM: $344,658,846.02. RADiENT dramatically simplifies …

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Waller Financial Planning Group, Inc 13F Annual Report (2024 ...

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Waller Financial Planning Group, Inc 13F annual report Waller Financial Planning Group, Inc is an investment fund managing more than $380 billion ran by Jason Farris. There are currently 32 …

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Waller Financial Planning Group, Inc 13F Annual Report (2024 ...

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Waller Financial Planning Group, Inc 13F annual report Waller Financial Planning Group, Inc is an investment fund managing more than $372 billion ran by Jason Farris. There are currently 37 …

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Rovida Advisors 13F Annual Report (2024) | Wallmine

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Rovida Advisors closed its position in NextEra Inc on 13th August 2024. It sold the previously owned 200,000 shares for $12.8 billion. Clive Mackintosh also disclosed a decreased stake in …

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